Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.61M Buy
2025
Q1
$45K Sell
2024
Q4
$213K Sell
2024
Q3
$846K Buy
2024
Q2
$55.1K Sell
2024
Q1
$1.14M Hold
2023
Q4
$1.06M Sell
2023
Q3
$2.59M Buy
2022
Q4
Sell
2022
Q3
$2.93M Hold
2022
Q2
$2.9M Hold
2022
Q1
$2.93M Hold
2021
Q4
$2.96M Buy
2021
Q3
$2.76M Buy